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Certinia PSA-Sysadmin Exam Syllabus Topics:

Topic
Details

Topic 1

Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs

Topic 2

PSA Custom Settings, Configuration Groups, and Metadata: This section covers Lightning Components & Visualforce Pages, how to manage Lightning Pages, use Field Sets to Customize Lightning and
or Visualforce Pages, PSA Configuration Groups, Manage Configuration Groups, PSA Custom Settings, Review & Maintain Existing Custom Settings, and creating
importing Regions-Practices-Groups.

Topic 3

User Management: This section covers Security, how to manage User Access by Assigning & Managing, Permission Controls, User Access by Assigning Permission Controls, Workspaces, how to assign Workspaces to New Users, and how to maintain workspaces to Reflect Personas within the organization.

Topic 4

Configuration Management: In this section, the topics covered include General Configuration & UX customization, Customize Page Layouts, configuring Task Time Entry Mode, and creating Report and Dashboard Folders.

Topic 5

Schedule
Review
Delete Scheduled Jobs According to Business Needs; Perform Routine Cleanup, Configuration in 'Actuals Configuration Group' and Set Mode for Calculation, and App Log Maintenance.

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Certinia PSA System Administrator 2023 Sample Questions (Q15-Q20):

NEW QUESTION # 15
You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?

A. As the Work Calendar mostly impacts Utilization, set them up with a 40-work calendar, and then include the 35-hour hour work week in your utilization calculations.
B. As PSA only allows one work calendar, it is best to implement a 40-hour work calendar and then create a validation rule to only allow 35 hours a week.
C. Create a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.

Answer: C

Explanation:
PSA allows for the creation of multiple work calendars to accommodate different regional working hours. The best approach to handle the35-hour work week for French Resourcesis:
* Create a separate Work Calendarspecifically for France with a35-hour work week.
* Define the correct daily working hours(e.g., 7 hours per day for a standard 5-day workweek).
* Include French holidaysin the work calendar to ensure scheduling accuracy.
* Assign the work calendarto all French resources so that utilization calculations and resource assignments reflect the correct working hours.
* Option A (PSA only allows one work calendar)is incorrect because PSA supports multiple work calendars.
* Option B (using a 40-hour calendar and adjusting utilization calculations manually)is incorrect because it leads toinconsistent resource utilization and planning errors.
Thus, the correct answer isC.
References:
* PSA Sys Admin Essentials Student Guide Fall 20

NEW QUESTION # 16
Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.
Which two of the following could be causing this issue? (Choose two.)

A. Utilization Ermine checkbox is deselected under Utilization custom settinqs
B. Resource Availability column is not selected under the Resource Planner columns list
C. Managers don't have the field level access to Resource Availability

Answer: A,B

NEW QUESTION # 17
As a system administrator, what are the recommended steps you should take to keep informed about new PSA features, components and tools?

A. Join FinancialForce PSA User Group, attend FinancialForce release previews/webinars, access PSA documentation, join the official SF user group
B. Join FinancialForce PSA Community, attend FinancialForceX Summit events, attend FinancialForce release previews/webinars, access PSA documentation
C. Join FinancialForce PSA Community, review the newTrailhead modules, attend FinancialForce release previews/webinars, access PSA documentation

Answer: C

Explanation:
* Recommended PSA Admin Best Practices
* FinancialForce PSA Community: Providesproduct updates, discussions, and Q&A.
* Trailhead Modules: Helps admins staycertified and learn new skills.
* Release Previews & Webinars: Coversupcoming changes, best practices, and new tools.
* PSA Documentation: Includesrelease notes, feature console changes, and support guides.
* Why Not Other Options?
* Option A (SF User Group Instead of Trailhead): Trailhead isdirectly tied to PSA product updates, while SF User Groups focus more ongeneral Salesforce topics.
* Option C (FinancialForceX Summit Events): While valuable, they arenot the primary source for ongoing PSA updates.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 134-137.
References:

NEW QUESTION # 18
When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.
What is that record called?

A. An "Accounting Log" record
B. A 'Transaction Delta" record
C. A "Revenue Item" record

Answer: B

Explanation:
When a timecard is entered into the system, aTransaction Deltarecord is generated. This record is essential for calculating actuals.
* What is a Transaction Delta Record?
* It is a record that tracks the impact of approvedtimecards, budgets, billable milestones, and other financial elements.
* It signals whichfields need to be updatedin project actuals.
* Process Flow in Scheduled Mode:
* When a timecard isapproved, the system creates aTransaction Delta record.
* TheActuals Jobpicks up this delta record and updates actuals.
* TheTransaction Delta recordis deleted once the update is complete.
* Where to Monitor Transaction Delta Records?
* Add the following related lists to the Project page layout:
* Project Actuals
* Transaction Log
* Transaction Deltas
* Troubleshooting Errors with Actuals:
* If actuals are not reflecting, check for unprocessedTransaction Delta records.
* Manually trigger theActuals Calculation Jobfrom thePSA Administration tab.
* Certinia PSA Actuals Processing Guide
* Certinia PSA System Administration Essentials
References:

NEW QUESTION # 19
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?

A. Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years 2025-2030 into your org
B. Contact FinancialForce Onboarding and have them assist you jn uploadinq a "csvfile with the correct time periods for the years 2025-2030 into your org
C. Contact FinancialForce Support or your Partner to open a ticket, requestinq that Onboarding help load the required time periods to ensure Actuals remain intact in your org

Answer: C

NEW QUESTION # 20
......

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